Through the Noise: How does the Ukraine situation impact our equity market preferences?

04/03/2022 12 min
Through the Noise: How does the Ukraine situation impact our equity market preferences?

Listen "Through the Noise: How does the Ukraine situation impact our equity market preferences?"

Episode Synopsis

In today’s podcast, Steve talks to the CIO Office’s head of economics Rajat Bhattacharya and our senior equity strategist Fook Hien Yap. They discuss the 3 red lines of the Ukraine crisis, what this means for monetary policy settings around the world, and explain why the Ukraine crisis has changed the CIO Office’s equity preferences from both regional and sector perspectives.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.